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Michelle Stokes

Strategic Advisers LLC

Middletown, NJ

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Middletown, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Santander Bank N.A Perth Amboy NJ 09/2015 10/2016
Jp Morgan Securities Llc Hazlet NJ 10/2016 08/2021
Jpmorgan Chase Bank Hazlet NJ 10/2016 08/2021
Wells Fargo Bank, Na Kendall Park NJ 08/2021 08/2022
Wells Fargo Clearing Services, Llc Kendall Park NJ 08/2021 08/2022
Fidelity Investments Middletown NJ 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2015 → 10/2016
    Santander Bank N.A
    Perth Amboy, NJ
  • 10/2016 → 08/2021
    Jp Morgan Securities Llc
    Hazlet, NJ
  • 10/2016 → 08/2021
    Jpmorgan Chase Bank
    Hazlet, NJ
  • 08/2021 → 08/2022
    Wells Fargo Bank, Na
    Kendall Park, NJ
  • 08/2021 → 08/2022
    Wells Fargo Clearing Services, Llc
    Kendall Park, NJ
  • 09/2022 → Present
    Fidelity Investments
    Middletown, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
    Middletown, NJ
  • 2021-09-20 → 2022-08-30
    Wells Fargo Clearing Services, Llc
    Oakhurst, NJ
    Kendall Park, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-17
S63 Uniform Securities Agent State Law Examination 2016-12-29
  • S66 Uniform Combined State Law Examination
    2021-09-17
  • S63 Uniform Securities Agent State Law Examination
    2016-12-29
Other Names
  • Francesmi D Santos
  • Michelle Frances Dossantos
  • Francesmichelle Dos Santos
  • Frances Michelle Dos Santos
  • Michelle Dossantos

View on SEC IAPD

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